See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $150,683 | $93,024+62.0% | $77,024+95.6% | $134,475+12.1% |
| Participation rate | 47.4% | 74.5%-27.1pp | 67.9%-20.5pp | 81.2%-33.9pp |
| Annual return | -12.64% | 62.60%-75.2pp | 42.32%-55.0pp | 417.96%-430.6pp |
| Employer contribution / active EE | $1,014 | $3,418-70.3% | $2,812-63.9% | $4,740-78.6% |
| Participant deferral / active EE | $1,083 | $5,238-79.3% | $4,426-75.5% | $6,400-83.1% |
| Admin fee / account holder | $5,478 | $6,944-21.1% | $5,425+1.0% | $11,426-52.1% |